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iShares 0-5 Year High Yield Corporate Bond ETF

413 hedge funds and large institutions have $3.29B invested in iShares 0-5 Year High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

50% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 128

5% more capital invested

Capital invested by funds: $3.12B → $3.29B (+$163M)

3% more funds holding

Funds holding: 401413 (+12)

0.34% more ownership

Funds ownership: 59.1%59.44% (+0.34%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
413
Holders Change
+12
Holders Change %
+2.99%
% of All Funds
7.23%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
47
Increased
192
Reduced
128
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
176
Brown Financial Advisory
Alabama
$1.41M +$58.5K +1,278 +4%
AWA
177
Arete Wealth Advisors
Illinois
$1.38M +$261K +5,700 +23%
Axa
178
Axa
France
$1.37M +$3.34K +73 +0.2%
SSWM
179
Smith Salley Wealth Management
North Carolina
$1.37M -$414K -9,059 -23%
SPC
180
Sigma Planning Corp
Michigan
$1.36M -$183K -3,999 -12%
KWM
181
Kingsview Wealth Management
Oregon
$1.34M +$45.7K +998 +4%
Goldman Sachs
182
Goldman Sachs
New York
$1.33M -$267K -5,826 -17%
HFS
183
Horizon Financial Services
North Carolina
$1.32M -$78.9K -1,725 -6%
C1AG
184
Client 1st Advisory Group
Florida
$1.28M -$632K -13,805 -33%
ACM
185
AlphaStar Capital Management
North Carolina
$1.27M +$376K +8,222 +42%
PA
186
PFG Advisors
Arizona
$1.26M +$450K +9,847 +55%
MCM
187
Monument Capital Management
Virginia
$1.25M -$227K -4,965 -15%
EL
188
Essex LLC
Illinois
$1.25M +$1.25M +27,394 New
IA
189
IndexIQ Advisors
New York
$1.21M +$460K +10,063 +62%
MP
190
McDonald Partners
Ohio
$1.2M +$9.7K +212 +0.8%
RJT
191
Raymond James Trust
Florida
$1.19M +$162K +3,544 +16%
GPA
192
Guidance Point Advisors
Massachusetts
$1.19M +$409K +8,945 +52%
CAL
193
Capital Analysts LLC
Pennsylvania
$1.19M +$27.8K +608 +2%
LPIC
194
LeJeune Puetz Investment Counsel
Michigan
$1.17M
CG
195
Colony Group
Massachusetts
$1.16M +$328K +7,164 +39%
ATPW
196
Ashton Thomas Private Wealth
Arizona
$1.15M -$2.01M -44,012 -64%
WA
197
Winfield Associates
Ohio
$1.13M +$566K +12,373 +100%
UMC
198
United Maritime Capital
New York
$1.09M +$252K +5,500 +30%
HSBC Holdings
199
HSBC Holdings
United Kingdom
$1.06M
RIA
200
Regal Investment Advisors
Michigan
$1.06M +$1.06M +23,205 New

SHYG Hedge Fund Activity: Q3 2021 in Review

413 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) for Q3 2021, worth a combined $3.29B — up 5.2% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SHYG positions and 27 closed out — a net gain of 20 holders — while 192 added to existing stakes and 128 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $93.2M. The largest seller was Meeder Asset Management, cutting an estimated $62.8M.

  • 413 institutional investors held iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) as of Q3 2021, up from 401 in Q2 2021.
  • Funds reported $3.29B of iShares 0-5 Year High Yield Corporate Bond ETF stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 47 funds opened new iShares 0-5 Year High Yield Corporate Bond ETF positions in Q3 2021 and 27 closed out, a net change of +20 holders.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF buyer in Q3 2021 was Bramshill Investments, an estimated $93.2M added.
  • The largest iShares 0-5 Year High Yield Corporate Bond ETF seller in Q3 2021 was Meeder Asset Management, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2021.